GREENTHOS CAPITAL

Context

A senior corporate executive wanted to provide for his children without creating entitlement or passive expectation. Traditional inheritance models conflicted with his values and stewardship philosophy.

Client’s Goals

  • Support descendants where appropriate, without guaranteeing inheritance.
  • Protect capital using an endowment-style investment philosophy.
  • Enable distributions for education, healthcare, and entrepreneurship.
  • Integrate philanthropy only when capital reaches sustainability thresholds.

Our Recommendations

  • Create a discretionary trust with policy based guidance for trustees.
  • Apply endowment style investment governance to prioritise stability and sustainability.
  • Create a distribution policy tied to categories of need and opportunity.
  • Introduce a staged philanthropy pathway, activated at agreed capital milestones.

Outcomes (To Date)

  • The structure provides support aligned with family values but avoids dependency.
  • The investment philosophy is structured for long-term resilience.
  • Beneficiaries understand the role of the trust as a partner, not a replacement for initiative.
  • Philanthropy is positioned to emerge without compromising capital integrity.

Disclaimer

Please note that all case studies have been carefully anonymised. While the scenarios are informed by real-life events, they have been fictionalised and represent composites of multiple client experiences. All names, locations, and occupations have been changed or adjusted to preserve client confidentiality.

Most of the structures illustrated above require ongoing oversight. Where appropriate, we support trustees and founders through structured administration and investment oversight that is aligned with the purpose of each structure.

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